Rational Advisors’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,538
| Closed | -$182K | – | 562 |
|
|
2018
Q2 | $182K | Hold |
4,538
| – | – | 0.09% | 199 |
|
|
2018
Q1 | $187K | Hold |
4,538
| – | – | 0.09% | 233 |
|
|
2017
Q4 | $187K | Hold |
4,538
| – | – | 0.1% | 196 |
|
|
2017
Q3 | $181K | Hold |
4,538
| – | – | 0.1% | 221 |
|
|
2017
Q2 | $162K | Hold |
4,538
| – | – | 0.1% | 200 |
|
|
2017
Q1 | $166K | Buy |
4,538
+567
| +14% | +$20.7K | 0.11% | 174 |
|
|
2016
Q4 | $157K | Sell |
3,971
-390
| -9% | -$15.4K | 0.15% | 138 |
|
|
2016
Q3 | $142K | Buy |
+4,361
| New | +$142K | 0.09% | 180 |
|